Rob HarderMBA, CFP®, CIM, FEA

Investment Advisor

Rob is an Investment Advisor and works directly with our clients to create investment and tax savings strategies. He takes the plan created by Stephanie and builds investment management and tax saving...
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Jennifer Fey-Janzen

Implementation Specialist

Jen’s role as implementation specialist in our office means you will never wonder “what just happened?” or “what’s next?”. Jen is your main contact for any account servicing issues. Once your plan is ...
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Sandy Keates

Client Service Manager

Sandy is our Client Service Manager and ensures our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any questions abou...
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